Latest Institutional Transactions on Hamilton Lane Inc (HLNE)
This table provides information on the latest institutional transactions involving Hamilton Lane Inc (HLNE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$591 - $806
|
4
$606
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.59KNew |
$531K - $725K
|
3.59K
$544K
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-186- 0.33% |
$27.5K - $37.5K
|
55.6K
$8.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
56New |
$8.28K - $11.3K
|
56
$8.48K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-50.1K- 28.27% |
$7.41M - $10.1M
|
127K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-108- 5.44% |
$16K - $21.8K
|
1.88K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-106- 10.32% |
$15.7K - $21.4K
|
921
$139K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-380- 10.33% |
$56.2K - $76.6K
|
3.3K
$500K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.2K+ 25.38% |
$326K - $444K
|
10.9K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.35K+ 53.48% |
$495K - $675K
|
9.61K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-922- 28.19% |
$136K - $186K
|
2.35K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-620- 99.84% |
$91.6K - $125K
|
1
$151
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
221+ 283.33% |
$32.7K - $44.6K
|
299
$45.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$148 - $202
|
1
$151
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-714- 8.75% |
$106K - $144K
|
7.45K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 7.55% |
$591 - $806
|
57
$8.63K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
103+ 5.98% |
$15.2K - $20.8K
|
1.82K
$276K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.05K- 11.14% |
$155K - $211K
|
8.35K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.55K+ 2.74% |
$1.41M - $1.93M
|
358K
$54.2M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 3.13% |
$44.3K - $60.5K
|
9.9K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
6.31K+ 59.18% |
$933K - $1.27M
|
17K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.84K+ 56.06% |
$271K - $370K
|
5.11K
$775K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
53New |
$7.83K - $10.7K
|
53
$8.03K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2New |
$296 - $403
|
2
$303
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
814+ 8.84% |
$120K - $164K
|
10K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-2.15K- 0.83% |
$318K - $434K
|
257K
$38.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.1KNew |
$1.2M - $1.63M
|
8.1K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
163KNew |
$24M - $32.8M
|
163K
$24.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
1.5KNew |
$221K - $302K
|
1.5K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
80+ 0.72% |
$11.8K - $16.1K
|
11.2K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-376- 10.7% |
$55.6K - $75.8K
|
3.14K
$475K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
23New |
$3.4K - $4.64K
|
23
$3.48K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
160+ 0.73% |
$23.6K - $32.3K
|
22.1K
$3.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-265- 14.01% |
$39.2K - $53.4K
|
1.63K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.31K+ 70.01% |
$341K - $466K
|
5.61K
$849K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6New |
$887 - $1.21K
|
6
$909
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
87+ 511.76% |
$12.9K - $17.5K
|
104
$15.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 5.1% |
$739 - $1.01K
|
103
$15.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 11.71% |
$7.98K - $10.9K
|
407
$61.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.57KNew |
$527K - $720K
|
3.57K
$541K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
36+ 4.12% |
$5.32K - $7.26K
|
910
$138K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12+ 2.38% |
$1.77K - $2.42K
|
517
$78.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12+ 34.29% |
$1.77K - $2.42K
|
47
$7.12K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-5.43K- 23.92% |
$803K - $1.1M
|
17.3K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
3.99KNew |
$589K - $804K
|
3.99K
$604K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
5.16K+ 24.44% |
$763K - $1.04M
|
26.3K
$3.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
499+ 2.7% |
$73.7K - $101K
|
19K
$2.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
241+ 2.9% |
$35.6K - $48.6K
|
8.54K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.14K- 9.9% |
$612K - $835K
|
37.7K
$5.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
44New |
$6.5K - $8.87K
|
44
$6.66K
|